Now is an interesting and challenging time for investors. Equity valuation is near a historical record high, inflation is surging, and treasury rate changes are unfolding. To top it off, we also have ...

There are reasons to believe that the value strategy as exemplified by IVE should continue to outperform the broader market in 2023. However, with the unprecedentedly high-interest rates, and ...

Have you ever found yourself buried under a mountain of Excel spreadsheets, painstakingly updating formulas every time new data comes in? It’s a common struggle, one that can turn even the most ...